Taimur Qadir

M&A WEALTH

Conroe, TX

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CRD#: 4454482

Professional summary

Taimur Qadir, who also goes by Tim Qadir, is a registered financial advisor currently at M&A WEALTH located in Conroe, Texas.

Taimur is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Taimur has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tim Qadir

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

P&C Life Insurance Agency, LLC; Investment Related; 5003 Collingwood Court, SugarLand, TX 77479; Sales of Insurance and Annuity Products for Financial Planning and Modular Planning; Insurance Agent; Modular Financial Planning; Start Date: 02/2023- Present; Number of hours 40 hours/month; Help clients look for financial products to suit their needs in regards to insurance and annutiy products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taimur Qadir's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 22, 2023 - Present

M&A WEALTH

Office #2: 4545 Post Oak Pl Dr Suite 205d, Houston, TX 77027

RIA

CRD#: 299284

Conroe, TX

Past

May 22, 2019 - December 3, 2021

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

Austin, TX

Past

May 16, 2019 - May 17, 2019

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

Austin, TX

Past

May 16, 2019 - December 3, 2021

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

Austin, TX

Past

January 29, 2019 - June 6, 2019

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

HOUSTON, TX

Past

April 27, 2015 - June 6, 2019

PARK AVENUE SECURITIES LLC

CRD#: 46173

HOUSTON, TX

Past

March 18, 2011 - January 13, 2015

NYLIFE SECURITIES LLC

CRD#: 5167

HOUSTON, TX

Past

January 1, 2002 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

HOUSTON, TX

Past

January 1, 2002 - December 8, 2010

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

HOUSTON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(3/22/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/14/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/6/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/28/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

M&A WEALTH

M&A WEALTH | MACKWANI & ASSOCIATES WEALTH MANAGEMENT, LLC | MACKWANI & ASSOCIATES (M&A) | MACKWANI & ASSOCIATES

CRD#: 299284 / SEC#:

Georgia

Registered Investment Advisory firm - (8/4/2023 Approved)

New Jersey

Registered Investment Advisory firm - (7/31/2025 Approved)

Texas

Registered Investment Advisory firm - (12/6/2018 Approved)

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Contact information

Main Address

Sugarland, TX

Mailing Address

Phone number

(713) 540-7247

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	119
AUM (Assets Under Management)	$ 7,972,032

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Taimur Qadir

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taimur Qadir's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY ALLIANCE, LLC.

INTEGRITY ALLIANCE, LLC.

INTEGRITY ALLIANCE, LLC.

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

NYLIFE SECURITIES LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/14/2019

Series 63

Date: 5/6/2002

SIE

Date: 10/1/2018

Series 6

Date: 12/28/2001

Current Firm

M&A WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

M&A WEALTH

TRUST BUT VERIFY

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